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碳酸锂期货日报-20250822
Jian Xin Qi Huo· 2025-08-22 02:18
Group 1: Report Summary - The report is a daily report on lithium carbonate futures dated August 22, 2025, written by researchers Zhang Ping, Yu Feifei, and Peng Jinglin from the Nonferrous Metals Research Team of Jianxin Futures [2][3][4] Group 2: Market Review and Operation Suggestions - Lithium carbonate futures stopped falling, and the market selling sentiment eased. The logic of production cuts at the lithium resource end still exists, and the futures once turned positive. The spot price of electric carbon dropped by 500 to 85,200, with the spot at a premium to the futures, showing resistance to decline [9] - Australian ore remained flat at 960, lithium mica ore dropped by 15 to 2,110, the price of 5-series power ternary materials remained flat, and lithium iron phosphate dropped by 125. The short - term price decline led to price cuts in both upstream and downstream of the industrial chain [9] - The production profit of salt plants purchasing lithium spodumene narrowed to 3,613, and the production loss of salt plants purchasing lithium mica widened to 2,995. This week's weekly lithium carbonate production decreased by 842 tons to 19,138 tons compared with last week, and social inventory decreased by 713 tons to 141,543 tons. Production is still at a relatively high level, and it is judged that the inflection point of social inventory has appeared [9] - With the spot at a premium and the market's enthusiasm for speculating on ore - end production cuts remaining high before the end of September, it is expected that the downward space for lithium carbonate prices is limited [9] Group 3: Industry News - The Ningxia - Hunan ±800 kV UHV DC transmission project was put into operation on August 20. It is China's first approved UHV transmission channel mainly for transmitting new energy from large - scale wind and photovoltaic bases in the "Sahara - Gobi - Desert" area. The project has a supporting power generation capacity of 17.64 million kilowatts, including 13 million kilowatts of new energy (4 million kilowatts of wind power and 9 million kilowatts of photovoltaic power) [12] - Premier African Minerals announced that its Zulu lithium project has made a major breakthrough, transitioning from the commissioning phase to the refining optimization phase. The project has successfully produced salable spodumene concentrate with a lithium oxide grade of over 5% (up to 6.2%) and achieved full - process automated continuous production [12][13]
碳酸锂期货日报-20250819
Jian Xin Qi Huo· 2025-08-19 01:52
Group 1: Report Information - Report Name: Carbonate Lithium Futures Daily Report [1] - Date: August 19, 2025 [2] - Researchers: Zhang Ping, Yu Feifei, Peng Jinglin [3][4] Group 2: Market Review and Operation Suggestions - **Market Performance**: Carbonate lithium futures rose significantly, with the main contract breaking through 90,000 yuan during the session. The spot price of electric carbon increased by 1,900 yuan to 84,600 yuan, Australian ore rose by 45 to 1,035, lithium mica ore rose by 85 to 2,185, 5-series power-type ternary materials rose by 500, and lithium iron phosphate rose by 515. The production profit of salt plants purchasing lithium spodumene narrowed to 1,069, and the production loss of salt plants purchasing lithium mica expanded to 4,968. The current futures price has a premium of over 4,000 yuan over the spot price [12]. - **Main Drivers**: The rise was mainly due to the news that the mining license of Qinghai Xitai Jinaier Salt Lake of CITIC Guoan expired, and short - term disturbances in the resource side were the main cause of lithium price fluctuations [12]. - **Outlook**: The high supply is expected to remain unchanged in the short term, but the market's short - term trading sentiment is still concentrated on the production cuts and suspensions in the lithium resource sector. It is expected that the price of carbonate lithium is likely to rise and difficult to fall [12]. Group 3: Industry News - **Ganfeng Lithium**: On August 18, Ganfeng Lithium stated on the interactive platform that the future reversal of lithium prices depends on the intensity of supply - side clearance and the pace of demand growth. The company is optimistic about long - term lithium demand, will adjust production capacity flexibly and optimize hedging strategies, and the current volume of carbonate lithium futures hedging is low [13]. - **India's Policy Proposal**: India proposed to reduce the goods and services tax for entry - level two - wheelers, small cars, and hybrid passenger cars, and the proposal is expected to be implemented before October [13]
建信期货碳酸锂期货日报-20250611
Jian Xin Qi Huo· 2025-06-11 02:43
有色金属研究团队 研究员:张平 021-60635734 zhangping@ccb.ccbfutures.com 期货从业资格号:F3015713 研究员:余菲菲 021-60635729 yufeifei@ccb.ccbfutures.com 期货从业资格号:F3025190 研究员:彭婧霖 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号:F3075681 行业 碳酸锂期货日报 日期 2025 年 6 月 11 日 请阅读正文后的声明 每日报告 一、 行情回顾与操作建议 图1:碳酸锂现货价及价差 图2:碳酸锂期货持仓量成交量 数据来源:Wind,建信期货研究发展部 数据来源:Wind,建信期货研究发展部 碳酸锂期货继续在底部震荡,总持仓量下降 7341 手,多空博弈继续下降。日内现 货涨价,电碳涨100至60350,锂辉石和锂云母矿价继续止跌,磷酸铁锂涨价20-30, 三元材料跌 50-180,产业链降价潮暂缓,基本面暂无新增变化,日内碳酸锂期货 一度上破趋势线,但随着中美谈判消息扰动,上涨趋势再度受挫,短期碳酸锂仍 在酝酿反弹,但动力仍不足,在需求 ...
碳酸锂期货日报-20250606
Jian Xin Qi Huo· 2025-06-06 02:10
行业 碳酸锂期货日报 日期 2025 年 6 月 6 日 有色金属研究团队 研究员:张平 021-60635734 zhangping@ccb.ccbfutures.com 期货从业资格号:F3015713 研究员:余菲菲 021-60635729 yufeifei@ccb.ccbfutures.com 期货从业资格号:F3025190 研究员:彭婧霖 021-60635740 pengjinglin@ccb.ccbfutures.com 期货从业资格号:F3075681 请阅读正文后的声明 每日报告 一、 行情回顾与操作建议 图1:碳酸锂现货价及价差 图2:碳酸锂期货持仓量成交量 数据来源:Wind,建信期货研究发展部 数据来源:Wind,建信期货研究发展部 碳酸锂期货震荡偏弱,总持仓下降 321 手,多空博弈情绪仍较浓,日内现货重心 继续下移,电碳跌 50 至 60200,港口锂矿库存积压导致锂辉石矿价继续下跌,澳 矿跌 2.5 至 607.5 美元/吨,锂云母矿价持平,正极材料价格也在下跌,产业链降 价的趋势仍未改变。本周碳酸锂周度产量增 891 吨至 17471 吨,除回收端产量下 降之外其他原料端产 ...